SCMC vs. BLUI

Last updated Jun 5, 2026

SCMC (Sterling Capital Multi-Strategy Income ETF) and BLUI (Bluemonte Diversified Income ETF) are both Multisector Bonds funds. A 0.67 correlation means they provide meaningful diversification when combined. SCMC charges 0.55%/yr vs 0.75%/yr for BLUI.

Performance

SCMC vs. BLUI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sterling Capital Multi-Strategy Income ETF (SCMC) and Bluemonte Diversified Income ETF (BLUI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SCMC achieves a 1.87% return, which is significantly lower than BLUI's 3.69% return.

SCMC

• 1D: 0.08%
• 1M: 0.26%
• YTD: 1.87%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BLUI

• 1D: 0.41%
• 1M: 0.31%
• YTD: 3.69%
• 6M: 3.59%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SCMC vs. BLUI - Yearly Performance Comparison

	2026 (YTD)	2025
SCMC Sterling Capital Multi-Strategy Income ETF	1.87%	-0.13%
BLUI Bluemonte Diversified Income ETF	3.69%	0.18%

Correlation

The correlation between SCMC and BLUI is 0.67, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 12, 2025	0.67

Return for Risk

SCMC vs. BLUI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Multi-Strategy Income ETF (SCMC) and Bluemonte Diversified Income ETF (BLUI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	SCMC	BLUI	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	1.32	2.07	-0.75

Drawdowns

SCMC vs. BLUI - Drawdown Comparison

The maximum SCMC drawdown since its inception was -1.91%, smaller than the maximum BLUI drawdown of -2.43%. Use the drawdown chart below to compare losses from any high point for SCMC and BLUI.

Drawdown Indicators

	SCMC	BLUI	Difference
Max Drawdown Largest peak-to-trough decline	-1.91%	-2.43%	+0.52%
Current Drawdown Current decline from peak	-0.12%	-0.02%	-0.10%
Average Drawdown Average peak-to-trough decline	-0.36%	-0.36%	0.00%

Volatility

Volatility by Period

	SCMC	BLUI	Difference
Volatility (1Y) Calculated over the trailing 1-year period	2.83%	3.90%	-1.07%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.83%	3.90%	-1.07%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.83%	3.90%	-1.07%

SCMC vs. BLUI - Expense Ratio Comparison

SCMC has a 0.55% expense ratio, which is lower than BLUI's 0.75% expense ratio.

Dividends

SCMC vs. BLUI - Dividend Comparison

SCMC's dividend yield for the trailing twelve months is around 2.17%, less than BLUI's 4.70% yield.

Position	TTM	2025
BLUI Bluemonte Diversified Income ETF	4.70%	2.91%
SCMC Sterling Capital Multi-Strategy Income ETF	2.17%	0.29%

Frequently Asked Questions

Can I hold both SCMC and BLUI in my portfolio?

SCMC and BLUI have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SCMC or BLUI?

On fees, SCMC is cheaper at 0.55% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SCMC or BLUI?

SCMC is cheaper with a 0.55% expense ratio, compared with 0.75% for BLUI.

Which ETF pays a higher dividend yield, SCMC or BLUI?

BLUI has the higher dividend yield at 4.70%, compared with 2.17% for SCMC.

What is the main difference between SCMC and BLUI?

They also come from different issuers: Sterling Capital and Bluemonte. Their fees differ too: 0.55% for SCMC and 0.75% for BLUI.